AllSquare Wealth Management’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

AllSquare Wealth Management’s Portfolio SPDW Stock Details SPDW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$17.5K	Hold	410	–	–	0.01%	335
2025 Q2	$16.6K	Hold	410	–	–	0.01%	336
2025 Q1	$14.9K	Hold	410	–	–	0.01%	337
2024 Q4	$14K	Hold	410	–	–	0.01%	344
2024 Q3	$15.4K	Hold	410	–	–	0.01%	337
2024 Q2	$14.4K	Hold	410	–	–	0.01%	338
2024 Q1	$14.7K	Hold	410	–	–	0.01%	343
2023 Q4	$13.9K	Hold	410	–	–	0.01%	341
2023 Q3	$12.7K	Hold	410	–	–	0.01%	348
2023 Q2	$13.1K	Buy	+410	New	+$13.4K	0.01%	348

Other funds holding SPDW

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

AllSquare Wealth Management's SPDW Position: Q3 2025 in Review

AllSquare Wealth Management held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q3 2025 at 410 shares worth $17.5K. The position accounts for 0.01% of the portfolio, ranked #335.

AllSquare Wealth Management first reported a position in SPDW in Q2 2023 and has held it in 10 quarters since. 1,065 funds tracked by Wall St. Rank hold SPDW as of Q3 2025.

AllSquare Wealth Management held 410 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $17.5K as of Q3 2025.
AllSquare Wealth Management left its State Street SPDR Portfolio Developed World ex-US ETF share count unchanged in Q3 2025.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #335 holding.
AllSquare Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2023 and has held it in 10 quarters since.
1,065 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.